Skills Financial Customer Service Representative near Edmonton (AB)

Find out what skills you typically need to work as a financial customer service representative in Canada. These skills are applicable to all Customer services representatives - financial institutions (NOC 64400).

Tasks

  • Balance daily transactions
  • Open and close personal and commercial accounts
  • Process banking transactions
  • Promote financial products and services
  • Store, update and retrieve financial data
  • Answer enquiries and resolve problems or discrepancies concerning customers' accounts
  • Obtain and process information required for the provision of services, such as opening accounts and savings plans and purchasing bonds

Skills and Knowledge Checklist

The following skills and knowledge are usually required in this occupation.

Skills

Handling Goods and Materials

Working with goods and materials manually or with machines.

Building

Working with materials to construct, renovate and maintain structures.

Operating and Repairing Equipment, Machinery and Vehicles

Working with and/or repairing vehicles, machinery or stationary equipment.

Working with Technological Equipment and Machinery

Working with technical equipment, instruments, machinery and other systems.

Service and Care Help - Service and Care
  • Serving Others

Service and Care

Taking care of the needs of people and animals.

Serving Others
Assisting the public by answering questions, making recommendations, and providing information or support in response to requests.
Communication Help - Communication
  • Promoting and Selling
  • Professional Communicating

Communication

Using communication skills to share information, advise and influence.

Promoting and Selling
Using communication strategies or techniques to encourage acceptance of products, services, or ideas.
Professional Communicating
Preparing and delivering written, oral or visual material for the workplace that presents information.

Creative Expression

Using various materials and formats to create work that is intended to be artistically satisfying, entertaining, instructive or functional.

Information Handling Help - Information Handling
  • Processing Information

Information Handling

Creating and using systems for the storage and retrieval of knowledge and data.

Processing Information
Inputting, recording, transcribing and updating data using electronic or manual information systems.

Analysis

Examining and evaluating information.

Management

Taking charge of the direction and resources of an organization.

Knowledge

Manufacturing and Production

Knowledge related to the delivery of a series of operations in large-scale production or processing of goods or crops, according to safety and quality standards.

Communications and Transportation

Knowledge related to the provision and transmission of systems of communication and entertainment and the delivery of consumer goods or services.

Law and Public Safety

Knowledge related to the provision and enforcement of laws and regulations that safeguard the effective functioning of a democratic society.

Social Sciences and Arts

Knowledge related to culture, origins and patterns of human activity, and the development and expression of thought.

Education and Training

Knowledge related to the theory and practice of teaching, and the methods used in the design, delivery and evaluation of the provision of knowledge or information.

Health Services

Knowledge related to the provision of medical science and technology for the physical and mental well-being of others.

Mathematics and Science Help - Mathematics and Science
  • Mathematics

Mathematics and Science

Knowledge related to specialized areas of research such as measurement, living organisms, physical substances, and properties and relationships of quantity, space, and matter.

Mathematics
Knowledge of arithmetic, algebra, geometry, calculus and their applications, principles, methods and function.

Engineering and Technology

Knowledge related to the design, building, use or repair of machinery, equipment, systems, and structures.

Business, Finance and Management Help - Business, Finance and Management
  • Client Service
  • Sales
  • Finance

Business, Finance and Management

Knowledge related to organization and control of business activities.

Client Service
Knowledge of principles and practices of providing service to clients to maintain and build organizational success.
Sales
Knowledge of principles and practices for displaying, promoting and selling products or services.
Finance
Knowledge of principles and practices of financial management, monitoring and accountability frameworks, reporting procedures, banking, and markets.
Labour Market Information Survey
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